+41,709.6%
MCHP vs RIO
+5,355.1%
+36,354.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +0.3% | +1.0% | -0.6% | 0.0% |
| 30D | -9.8% | +4.0% | -13.8% | -11.1% |
| 3M | -19.7% | +4.5% | -24.2% | -20.8% |
| 6M | +13.6% | +17.3% | -3.8% | +7.6% |
| YTD | +16.5% | +36.2% | -19.6% | +4.7% |
| 1Y | +15.7% | +76.1% | -60.5% | -4.6% |
| 3Y | 0.0% | +102.5% | -102.6% | -20.9% |
| 5Y | +4.4% | +103.5% | -99.1% | -18.8% |
| 10Y | +201.4% | +619.2% | -417.8% | +60.4% |
| All | +41,709.6% | +5,355.1% | +36,354.5% | +9,609.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling